Engagement signals
Know who's actively reviewing their coverage and ready for a conversation.
Client Analytics
Understand every client's protection story
Planning Partner collects client activity across their protection portfolio. We gain important insights to help our agents and customers take action, yield more policies sold, and see trends and opportunities.
Actionable insights
Know each client before you pick up the phone
Where is policy demand rising? What sales strategies yield higher results? Turn scattered activity into a clear picture of where every relationship stands.
Coverage gaps
See exactly where each client is under-protected across every line of coverage.
Rising needs
Catch the life changes — a new home, a new child, a new job — that call for a review.
Review timing
Reach out when it counts, so your outreach feels helpful — never like a cold call.
From data to the right conversation
Every outreach with a reason behind it
Client Analytics helps you show up as the advisor who noticed — before the client had to ask.
Spot at-risk relationships before they go quiet.
Prioritize reviews for the clients who need them most.
Personalize every conversation with real context.
Strengthen retention by staying genuinely attentive.
Handled with care
Client insight, treated responsibly
Client activity is used to help you serve your clients better — surfaced only to you, the licensed professional guiding their protection. Planning Partner is a technology platform, not an insurance company, agency, or producer.
See it live
Be the agent who always reaches out at the right time
Join our daily group demo at 5:00 PM to see Client Analytics in action.